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Dorsey Asset Management (Pat Dorsey) - FilingSpy
Dorsey Asset Management
Pat Dorsey
$943.61M
13F
2025 Q1
4 of 37 quarters
Overview
Activity
Holdings
Buys
AER
NEW
Aercap Holdings N.v.
$116.32M
+1.14M shares
BKNG
NEW
Booking Holdings Inc
$73.57M
+16.0K shares
ASML
NEW
Asml Holding NV
$46.76M
+70.6K shares
META
Meta Platforms Inc
$121.93M
+ $20.46M
=
$142.39M
208.2K
+38.8K (+18.64%)
DHR
Danaher Corporation
$90.62M
+ $51.09M
=
$141.72M
394.8K
+296.5K (+75.11%)
Sells
HRI
EXIT
Herc Holdings Inc
$51.67M
- $51.67M
=
Closed
-272.9K shares (100%)
SMAR
EXIT
Smartsheet Inc.
$81.12M
- $81.12M
=
Closed
-1.45M shares (100%)
UPWK
EXIT
Upwork Inc.
$49.79M
- $49.79M
=
Closed
-3.05M shares (100%)
AZO
Autozone Inc
$120.30M
+ $22.84M
=
$143.14M
37.5K left
-27 (-0.07%)
GOOG
Alphabet Inc
$121.73M
- $21.94M
=
$99.79M
638.8K left
-467 (-0.07%)
PYPL
PayPal Holdings, Inc.
$111.06M
- $55.06M
=
$56.00M
858.2K left
-443.0K (-34.04%)
WIX
Wix.com Ltd
$124.17M
- $71.99M
=
$52.18M
319.4K left
-259.4K (-44.81%)
SPT
Sprout Social Inc.
$70.82M
- $20.15M
=
$50.67M
2.30M left
-1.7K (-0.08%)
SEMR
Semrush Holdings, Inc.
$26.83M
- $5.78M
=
$21.06M
2.26M left
-1.7K (-0.08%)
